Supplier

The name or number of the supplier that will bid on this RFQ. To search for the correct supplier, click Browse.

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Send to

The name of the supplier’s contact person to whom you are sending the RFQ. The system enters the name of the RFQ contact identified for the supplier. If no RFQ contact has been entered for the supplier: • The system enters the supplier’s primary contact. • If neither contact is set up on the supplier, you must select a contact from the list. • If no contacts have been entered for the supplier, you can open the supplier record to add a contact.

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Send by

Select how you will send the RFQ to the supplier: • Mail: A copy of the document is printed to your default printer. You can then send the printout to the supplier by mail. • Fax: A copy of the document is faxed to the supplier. If the selected contact already has a fax number, the system enters it here. Otherwise, you must enter the fax number for this contact. Note: Before you can send a document by fax, your APM administrator must have set up the Microsoft fax service. • Email: APM creates a report using the file format specified in Purchasing Management settings. The report is then attached to an email message and emailed to the supplier. If the selected contact already has an email address, the system enters it here. Otherwise, you must enter the email address for this contact. You can export an RFQ bid sheet in Microsoft Excel format to one or more suppliers. On the RFQ, the supplier must be set to have the RFQ sent to them by email, and on the Email Info tab, the Spreadsheet option must be selected as the attachment type. If you are sending an Excel spreadsheet to suppliers, they can enter their bid information in the document and email it back to you. You can then import the bid information into the RFQ. Note: To send a purchasing document by email you must be using a MAPI-compliant messaging application such as Microsoft Outlook or Outlook Express. Note: If you will be sending the document as an Excel spreadsheet, you must have MS Excel 2010 or later installed on your computer. • Phone: The document is communicated to the supplier in some other manner (for example, over the telephone). If the selected contact already has a telephone number, the system enters it here. Otherwise, you must enter the telephone number for this contact. • Courier: A copy of the document is printed to your default printer. You can then send the printout to the supplier using the selected courier.

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Status

The status of this supplier’s bid. The status can be one of: • Not sent: The RFQ has not yet been sent to the supplier. • Sent: The RFQ has been sent to the supplier. • Entered: The supplier’s bid has been entered into the RFQ. • Declined: The supplier has declined to bid on this RFQ. • Processed: The supplier’s bid has been processed (analyzed and/or awarded).

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Date sent

The date that the RFQ was sent to the supplier.

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